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Accessing the Tool 

  1. From within your CRM, click on the Campaigns link in the sidebar, under the Communication section.

Starting a New Campaign

  1. From the Campaigns screen, click on the blue button labeled Create New Campaign.

Properties

  1. All the information on this screen is for internal use only - your selected recipients will not see anything that you enter on this page.

    • Title: Enter a title for your Campaign, that you will use to find the Campaign in your Drafts, or in your Campaign History. This is often the same as your email subject, but it can be anything that describes the current Campaign.

    • Category: Categories are optional, and can be useful if you are sending many Campaigns through your CRM, to help organize your Campaign History and/or Drafts. For example, if you are sending multiple Campaigns about the same event or promotion because you need to target multiple queries, using a shared Category would help you keep track of these linked Campaigns.

    • Description: Descriptions are also optional fields, and can be useful to differentiate your Campaigns if you are sending many/similar messages via the CRM.

    • Campaign Type: Choose either Email, or Mail Merge. Most Campaigns will be Emails, so this document will focus on this option.

  2. When finished populating information, click Next Step - Add Targets

Targets

  1. In this step you will select who will receive the email from this Campaign. To begin, click the blue button labeled Add Targets.

  2. In the Send To dropdown box select Object or Query

  3. Object: This will allow you to send to all Contact records within your CRM at once (which you probably never want to do), or allow you to choose records to target one by one. This can be useful if the group you are targeting can not easily be selected in a query.

    • Send To: Choose Object

    • Object Type: Choose the Object to send to (most likely Contacts)

    • Records:

      • Choose All Records to send this Campaign to ALL records within your CRM.

      • Choose Selected Records to bring up an additional section for you to select individual contacts.

    • Select Records: This section appears when you select Selected Records in the option above. Search for contacts by name in the search bar, and click Filter to narrow down the list. Check the box next to each contact that you would like to send this Campaign to.

    • Email Fields: Select the CRM email field(s) that you would like to target for each selected record you’ve chosen.

    • Return Email Targets: Click this button once you have filled out each of the options above, and your targets will be selected for this Campaign.

  4. Query:This allows you to send an email to the results of a query saved in your system. This is useful for sending emails to groups of contacts in your system that are grouped together by shared criteria, such as Membership Level, Qualification or Age, to name a few.

Create Message 

  1. In this step you will craft the actual email which will be sent to the selected targets of this Campaign.

    • From: Choose an email address from the list that you would like the emails in this Campaign to be sent from (if you do not see your email address on this list, please contact your CRM Support Team).

    • Subject: Enter the subject of the email. This will be seen by the recipients.

    • Content: Create the body content of the email that will be sent.

      • Click to Edit - Opens the legacy editor to create your email

      • Edit as Text - Opens a window that allows for HTML editing

      • Click to Edit - New - Allows you to utilize the new email editor for composing your campaign

    • Schedule: Select if you would like the emails in this Campaign to be sent only one time, or on a recurring basis.

    • Send At: Select the time that you wish to send the emails out (or, if you have set up a recurring email, the time for the first batch of emails to be sent).

Step 4 - Review

  1. In this step you have the opportunity to review your input for all previous steps. If you notice any edits that need to be made, you can easily return back to any step in the process either by clicking on the button at the bottom of the screen labeled Last Step - Create Message or by clicking on the name of the step from the cookie trail at the top of the screen.

  2. Finally, at the bottom of the Review screen, there are four options:

    • Last Step - Create Message: This will bring you back to the previous step and enable you to make any changes to the email.

    • Send Test Message: Displays a small popup window that enables you to send this Campaign to a single recipient - as a test only - so that you can review the format of your email in a live email client.

    • IMPORTANT NOTE: It is highly recommended that you utilize this feature at least once before officially sending the Campaign.

    • Save Draft: Saves your current Campaign as a Draft and returns you to the list of active Campaigns.

    • Finish: This is your Send button. Once you click Finish, the system will queue your email messages to be sent according to the schedule you set earlier. If you chose Now as your desired time, then clicking the Finish button will queue your emails to be sent immediately.

Additional Campaign Resources

Viewing Your Campaign History